Purchases and Sales Made in Q1 2025 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD TOTAL WORLD STK INDEX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6.38K- 7.39% |
$734K - $791K
|
80K
$9.87M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.48K- 77.01% |
$746K - $804K
|
1.94K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.58K- 72.79% |
$757K - $815K
|
2.46K
$303K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-6.81K- 13.6% |
$784K - $845K
|
43.3K
$5.34M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.09K- 37.72% |
$816K - $879K
|
11.7K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.26K- 11.38% |
$835K - $900K
|
56.5K
$6.98M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.4K- 16.14% |
$851K - $917K
|
38.4K
$4.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-8.14K- 8.17% |
$937K - $1.01M
|
91.5K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-8.62K- 59.22% |
$991K - $1.07M
|
5.93K
$732K
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-9.2K- 9.92% |
$1.06M - $1.14M
|
83.5K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10.5K- 7.98% |
$1.21M - $1.3M
|
121K
$15M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.9K- 9.92% |
$1.25M - $1.35M
|
98.6K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.3K- 10.65% |
$1.3M - $1.4M
|
94.8K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-11.7K- 11.64% |
$1.35M - $1.45M
|
88.8K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12K- 27.24% |
$1.38M - $1.48M
|
32K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.5K- 89.43% |
$1.43M - $1.54M
|
1.47K
$182K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.8K- 9.1% |
$1.47M - $1.58M
|
128K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.9K- 11.19% |
$1.48M - $1.6M
|
102K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-13.3K- 2.65% |
$1.53M - $1.65M
|
488K
$60.2M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-13.6K- 31.25% |
$1.56M - $1.68M
|
29.9K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.7K- 7.46% |
$1.69M - $1.82M
|
183K
$22.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-15.5K- 27.68% |
$1.79M - $1.92M
|
40.6K
$5M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-15.8K- 59.1% |
$1.82M - $1.96M
|
11K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Bernzott Capital Advisors
|
SELL
|
- |
-17.1K- 41.54% |
$1.97M - $2.12M
|
24.1K
$2.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-17.4K- 98.35% |
$2M - $2.15M
|
292
$36K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-18.5K- 37.7% |
$2.13M - $2.29M
|
30.6K
$3.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-19.4K- 13.72% |
$2.23M - $2.41M
|
122K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
SELL
|
- |
-19.5K- 44.4% |
$2.24M - $2.42M
|
24.4K
$3.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-19.7K- 74.75% |
$2.27M - $2.44M
|
6.66K
$821K
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-25.2K- 27.2% |
$2.9M - $3.13M
|
67.5K
$8.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-25.5K- 67.79% |
$2.93M - $3.16M
|
12.1K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26K- 2.67% |
$2.99M - $3.22M
|
947K
$117M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.7K- 14.86% |
$3.07M - $3.31M
|
153K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-27.4K- 10.98% |
$3.15M - $3.39M
|
222K
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-28K- 3.72% |
$3.22M - $3.47M
|
724K
$89.3M
|
|
|
May 08, 2025
Q1 2025
|
Galilei Investment Office LLP
London, X0 |
SELL
|
- |
-29.6K- 34.05% |
$3.4M - $3.66M
|
57.2K
$7.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.7K- 33.94% |
$3.53M - $3.8M
|
59.7K
$7.36M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-31.1K- 9.98% |
$3.58M - $3.86M
|
281K
$34.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-33.6K- 29.89% |
$3.87M - $4.17M
|
78.9K
$9.73M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-37.4K- 94.46% |
$4.31M - $4.64M
|
2.2K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-41.6K- 60.95% |
$4.79M - $5.16M
|
26.6K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-45.3K- 21.95% |
$5.22M - $5.62M
|
161K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-51K- 6.27% |
$5.87M - $6.32M
|
762K
$94M
|
|
|
May 15, 2025
Q1 2025
|
Wind River Trust CO
|
SELL
|
- |
-54.4K- 7.34% |
$6.26M - $6.74M
|
687K
$84.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-66.7K- 49.1% |
$7.68M - $8.27M
|
69.2K
$8.53M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-73.9K- 42.87% |
$8.5M - $9.16M
|
98.4K
$12.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.7K- 96.8% |
$8.71M - $9.39M
|
2.5K
$308K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-77.4K- 43.35% |
$8.9M - $9.59M
|
101K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77.5K- 12.09% |
$8.91M - $9.6M
|
563K
$69.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-87.6K- 17.78% |
$10.1M - $10.9M
|
405K
$50M
|